I am a veteran in the industry with more than 40 years of experience, and no intent of retirement! My unique set of skills comes from years of working with families and businesses over market and economic cycles, and by coordinating a more complete financial picture beyond just investments. When looking for advice, this practical wisdom adds value and confidence.
I am proud to say I have most recently been recognized with the following titles and awards:
- Managing Director - The title of Managing Director is reserved for the most successful Financial Advisors who consistently demonstrate the highest standards with regard to production, compliance, Baird citizenship, leadership and overall contribution to the firm and community.
- Certified Private Wealth Advisor® (CPWA®) - This is an advanced professional certification that offers the most advanced knowledge and techniques to address the sophisticated needs of high-net worth individuals, families, and business owners.
- Five Star Wealth Manager for 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023 and 2024 as a wealth manager who satisfies their 10 objective and evaluation process. Among many distinguishing attributes, the average one-year client retention rate for this year’s award winners is more than 96 percent.
- 2025 FORBES | SHOOK Research Best-in-State Wealth Management Teams
- 2025 FORBES Top Women Wealth Advisor Best-In-State
A graduate of Texas Tech University, with a Bachelor of Business Administration in Finance, I also attended the Renaissance Charitable Giving Institute in Carmel, IN to better assist individuals and nonprofit organizations with estate and charitable giving.
I have been married to my husband, Armand, for 32 years. We have two married children, and are soon to be grandparents for the second time!
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CA Insurance License Number: 0D07805. Resident State: AZ
Investments & Wealth Institute® (the Institute) is the owner of the certification marks “CPWA,” and “Certified Private Wealth Advisor.” Use of CPWA, and/or Certified Private Wealth Advisor signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for Wealth Advisors.
2025 FORBES | SHOOK Research Best-in-State Wealth Management Teams. Published 1/9/25, rankings based on data as of 3/31/24.
2025 FORBES Top Women Wealth Advisor Best-In-State published on 2/11/25. Rankings based on data as of September 30, 2024.
This award was issued on 10/1/24 by Five Star Professional (FSP) for the time period 12/12/23 through 7/9/24. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 2431 Phoenix-area wealth managers were considered for the award; 101 (4% of candidates) were named 2024 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2023: 2,286, 97, 4%, 9/1/23, 12/12/22 - 6/30/23; 2022: 2290, 89, 4%, 9/1/22, 12/20/21 - 6/17/22; 2021: 2129, 96, 5%, 9/1/21, 12/7/20 - 7/2/21; 2020: 2163, 94, 4%, 8/1/20, 12/23/19 - 7/10/20; 2019: 2043, 117, 6%, 9/1/19, 11/2/18 - 7/17/19; 2018: 2112, 130, 6%, 8/1/18, 11/20/17 - 6/15/18; 2017: 1335, 131, 10%, 8/1/17, 11/8/16 - 6/2/17; 2016: 1149, 232, 20%, 7/1/16, 12/4/15 - 5/31/16; 2015: 2728, 254, 9%, 8/1/15, 12/4/14 - 5/31/15; 2014: 3247, 191, 6%, 8/1/14, 12/4/13 - 5/31/14; 2013: 2936, 286, 10%, 8/1/13, 12/4/12 - 5/31/13.